|
⚲
|
| Cooke & Bieler LP
✚
| |
|---|---|
| CRD # | 113859 |
| SEC # | 801-60411 |
| CIK # | 0000024386 |
| AUM | $11.8 BB (2024-03-29) |
| Employees | 30 (43% Investors, 0% Brokers) |
| Phone | 215-246-2030 |
| Address | Two Commerce Square Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 0.0 |
| (b) Individuals (high net worth individuals) | 93 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 3.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 26 | 2.1 |
| (h) Charitable organizations | 54 | 1.2 |
| (i) State or municipal government entities | 27 | 4.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 11.8 |
| By Discretionary | ||
| Discretionary | 247 | 10.1 |
| Non-Discretionary | 2 | 1.7 |
| Total | 249 | 11.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 10.6 | |
| Total | 249 | 11.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000024386] | |
| SC 13G | [0000024386] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mason Investment Advisory Services Inc
✚
|
VA | 12.2 |
|
Glenmede Investment Management LP
✚
|
PA | 12.0 |
|
Morningstar Investment Services LLC
✚
|
IL | 12.0 |
|
Westwood Management Corp
✚
|
TX | 11.9 |
|
Polaris Capital Management LLC
✚
|
MA | 11.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.7 | |
|
Guideline Inc
✚
|
CA | 11.7 |
|
McQueen Financial Advisors II Inc
✚
|
MI | 11.6 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 11.6 |
|
Cavanal Hill Investment Management Inc
✚
|
OK | 11.6 |